VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$384K
3
+$309K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$264K
5
UBER icon
Uber
UBER
+$230K

Top Sells

1
+$129K
2
+$107K
3
+$70.4K
4
DIS icon
Walt Disney
DIS
+$56.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$43.4K

Sector Composition

1 Consumer Discretionary 20.01%
2 Financials 10.69%
3 Technology 9.88%
4 Consumer Staples 7.17%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 14.29%
134,535
-10
2
$7.89M 5.51%
18,052
+452
3
$5.4M 3.78%
160,459
-314
4
$5.16M 3.6%
33,188
+1,367
5
$5.04M 3.52%
13,391
+22
6
$4.75M 3.32%
49,657
+15
7
$4.59M 3.21%
18,474
-61
8
$3.77M 2.64%
12,748
-15
9
$3.46M 2.42%
69,940
+300
10
$3.19M 2.23%
62,111
-55
11
$3.05M 2.13%
15,851
+2,096
12
$3.04M 2.13%
28,112
13
$2.91M 2.03%
42,920
14
$2.88M 2.01%
25,036
+2,688
15
$2.88M 2.01%
19,629
+7
16
$2.75M 1.93%
131,419
+13
17
$2.73M 1.91%
46,098
18
$2.67M 1.87%
15,705
+21
19
$2.37M 1.66%
6,850
+10
20
$2.19M 1.53%
10,280
21
$2.09M 1.46%
13,326
-449
22
$2.07M 1.45%
20,311
23
$1.76M 1.23%
16,710
24
$1.61M 1.12%
2,433
+8
25
$1.59M 1.11%
39,621
1
2 3 4 5